Strong Roots. Clear Direction. Lasting Impact.
Whether you’re building wealth, enjoying it, or planning your legacy, our team is here to support you and your loved ones through every chapter with a comprehensive, caring approach centered on what matters most to you, including the people, causes, and communities closest to your heart.
Thoughtful, multigenerational wealth management built for families and individuals with distinct goals, values, and life stories.
Personally Known. Not Just Managed.
Our clients rely on us not just for advice, but for coordination, perspective, and continuity.
We begin every relationship with a comprehensive plan, then work alongside you as a trusted partner, helping coordinate the complexities of your wealth so each decision around investing, spending, saving, and legacy is guided by clarity and purpose.
Personal Relationships
Holistic Planning
Long-Term Perspective
Trusted Stewardship
A partnership that lasts generations.
Our team is committed to delivering thoughtful guidance, responsive service, and an experience rooted in care, trust, and continuity.
Beth Rosenwald
Beth's bold vision and deep industry experience have shaped Rosenwald Private Wealth from the very beginning. Her relationship-driven philosophy sets a standard of care, perspective, and stewardship that continues to guide our firm today.
Rosenwald Private Wealth
Beth Rosenwald
Beth's bold vision and deep industry experience have shaped Rosenwald Private Wealth from the very beginning. Her relationship-driven philosophy sets a standard of care, perspective, and stewardship that continues to guide our firm today.
Rosenwald Private Wealth
Matthew Kunkel, CFP®
With two decades of experience alongside the team, Matt offers a valuable perspective and a measured approach to complex financial decisions. His strategic thinking and understanding of evolving circumstances make him a dependable advisor throughout every phase of the wealth journey.
Rosenwald Private Wealth
Leksi Kovalerchik, CDFA®, RICP®
Leksi's warmth, responsiveness, and ‘get-it-done' mentality make her a trusted partner for clients navigating important decisions and life transitions. She takes the time to understand what matters most to each client and translate their priorities into actionable outcomes.
Rosenwald Private Wealth
Brennan Dunn, CFP®
Brennan is known for his reliability and strong work ethic. His solutions-oriented perspective brings clarity and consistency to the planning process, helping clients move forward with confidence.
Rosenwald Private Wealth
Andrew Conn, CFP®
Andrew approaches planning with curiosity and precision. His organized, detail-oriented style creates a smoother experience for clients as their needs and circumstances evolve.
Rosenwald Private Wealth
Seth Jones
With a calm demeanor, strong listening skills, and a thoughtful approach, Seth supports clients in feeling heard and understood. Through timely, individualized assistance, he builds the trusted relationships that are at the heart of our client experience.
Rosenwald Private Wealth
Beth’s bold vision and deep industry experience have shaped Rosenwald Private Wealth from the very beginning. Her relationship-driven philosophy sets a standard of care, perspective, and stewardship that continues to guide our firm today.
With two decades of experience alongside the team, Matt offers a valuable perspective and a measured approach to complex financial decisions. His strategic thinking and understanding of evolving circumstances make him a dependable advisor throughout every phase of the wealth journey.
Leksi’s warmth, responsiveness, and ‘get-it-done’ mentality make her a trusted partner for clients navigating important decisions and life transitions. She takes the time to understand what matters most to each client and translate their priorities into actionable outcomes.
Brennan is known for his reliability and strong work ethic. His solutions-oriented perspective brings clarity and consistency to the planning process, helping clients move forward with confidence.
Andrew approaches planning with curiosity and precision. His organized, detail-oriented style creates a smoother experience for clients as their needs and circumstances evolve.
With a calm demeanor, strong listening skills, and a thoughtful approach, Seth supports clients in feeling heard and understood. Through timely, individualized assistance, he builds the trusted relationships that are at the heart of our client experience.
Guidance That Grows With You.
We support families, individuals, women, and visionaries who have built meaningful success and want thoughtful guidance for what comes next. Through a highly personal, holistic approach, we help clients feel known, understood, and confident in the decisions shaping their lives and legacy.
Families & Individuals
We support families and individuals with thoughtful planning for the decisions that shape their lives, loved ones, and legacy.
Visionaries
For visionaries building toward something meaningful, we aim to bring clarity to the goals, opportunities, and impact ahead.
Women & Wealth
We help women navigate wealth with clarity, confidence, and a plan designed around their goals, priorities, and life milestones.
Your Vision. Our Expertise.
Thoughtful, multigenerational wealth management built on trust, relationships, and personalized guidance for every stage of life.
Comprehensive guidance for you,
your loved ones, and your legacy.
We begin with a holistic view of your financial life, then help coordinate the decisions, relationships, and resources that support your goals today, tomorrow, and for generations to come.
Our role is to serve as a trusted advocate, bringing clarity and thoughtful guidance to the many moving pieces of wealth.
From planning and investing to family needs, life transitions, charitable goals, and legacy considerations, we focus on helping you understand the purpose behind each decision while delivering the responsive, high-touch experience of a team that knows you personally.
Beyond the Numbers.
At Rosenwald Private Wealth, we believe meaningful wealth management starts with knowing you deeply. Our team takes the time to understand your full financial picture, family dynamics, values, and long-term goals so each recommendation reflects what matters most in your life.
With a relationship-driven approach and a commitment to continuity, we help you feel supported through each stage, decision, and transition ahead.
PROUD TO BE PART OF A NATIONALLY RECOGNIZED TEAM
Honored to be recognized as a
Forbes Best-in-State Wealth Management Team
2024, 2025, 2026
Beth C. Rosenwald
Forbes Top Women Wealth Advisor Best-In-State
2022, 2023, 2024, 2025, 2026
Forbes Best-In-State Wealth Advisor
2022, 2023, 2024
Barron's Top 1200 Advisor
2022, 2024, 2025
Barron's Top 1500 Advisor
2026
Advisor Hub - Advisors to Watch
2022, 2023, 2024, 2025, 2026
Leksi Kovalerchik
Advisor Hub - Advisors to Watch
2024, 2025, 2026
Disclosures: The Forbes “Best-in-State Wealth Management Teams” list is published annually in January. Rankings based on data as of March 31 of prior year. Award based on the Rosenwald Private Wealth team with RBC Wealth Management. The Forbes “Top Women Wealth Advisors Best-in-State” list is published annually in February. 2026 ranking based on data as of June 30 of prior year. 2022-2025 ranking based on data as of September 30 of prior year. The Forbes “Best-in-State Wealth Advisors” list is published annually Jan – April. Rankings based on data as of June 30 of prior year. Data provided by SHOOK® Research, LLC. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information www.SHOOKresearch.com.
The Barron’s “Top 1,200 Financial Advisors” list is published annually in March. Barron’s increased its state-by-state ranking from Top 1,200 to Top 1,500 in 2026. Rankings based on data as of September 30 of prior year. The award is based on the following criteria: individual with a minimum of seven years’ experience in the industry, client retention reports, assets under management, revenue produced for the firm and acceptable compliance record. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.
The AdvisorHub “Advisors to Watch” list is published annually in June. Rankings based on data as of December 31 of prior year. The ranking recognizes advisors across the country for their quality of practice, professionalism, character and community involvement. Criteria considered included: assets under management, production/revenue, team size and more. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This award is not indicative of this financial advisor’s future performance.
What Our Clients Say
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